ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Stephenson & Company, Inc.'s Holding History (CIK: 0002001544)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 13,202 Value ($000) $1,963 Avg Close — Range —
Q3 2025
Shares 13,202 Value ($000) $1,923 Avg Close — Range —
Q2 2025
Shares 13,202 Value ($000) $1,783 Avg Close — Range —
Q1 2025
Shares 13,202 Value ($000) $1,611 Avg Close — Range —
Q4 2024
Shares 13,202 Value ($000) $1,698 Avg Close — Range —
Q3 2024
Shares 13,202 Value ($000) $1,658 Avg Close — Range —
Q2 2024
Shares 13,202 Value ($000) $1,568 Avg Close — Range —
Q1 2024
Shares 13,202 Value ($000) $1,522 Avg Close — Range —
Q4 2023
Shares 13,202 Value ($000) $1,389 Avg Close — Range —